Method Community

Tell me if I'm right: the merge fields use the active record ID for the current screen/table the template is loaded into. It seems to also know that when I reference fields from the "User" table, that I want the record of the User currently logged in.  Is there a way to indicate to the template/merge field what recordID I want ...

  I have made progress on creating email templates, but I cannot find any way to create and send a one-time email from the estimate form with a .pdf of the print preview estimate attached. In other words, there are times when using the “save and email” button with a pre-set template won’t work because we may have ...

When creating a new Activity, I found that the Subject Merge was not working for the Email Template.  When I looked at the field change function I found the logic missing for any Subject merging, only email body was there.  I have fixed it for my instance by duplicating and modifying the Email Body merge character functions, but i wanted ...

Greetings. If i understand this, the mini URL that is sent by email to the customer is suppose to be connected to the persons email address in method.  What happens if i have one client with 15 properties. I am going assume that i will get 15 different mini urls correct? And when he enters the same email addresss for all 15 URL's it ...

Good morning All! We are iced in here in Texas, so plenty of time to work on Method! Question,  Is there a way to have an email automatically sent to a customer to follow up on a quote or does it have to be based on a click action? What I would like is, if the status of an activity does not change 3 days after the activity was created, ...

Hi there I've started to look at using eMail direct from Method: When I try and send an eMail I get the message: Error^Action Sequence:32. Error with user authentication;Server says: 530 5.7.0 Must issue a STARTTLS command first. a18sm6660499anl.13     I have the eMail settings on my system ...

Greetings -  I am creating an Email Template yet when I enter a From Name, it does not save it to the template. If you do not fill this field out, then the email address is what shows as the From when it is sent to the recipient (we use a generic gmail account to run our Method email, so the address does not make sense to anyone outside of ...

Greetings Community Folks- tried the email setup instructions posted below by Val @ Method. Email Server address: smtp.gmail.com Email User name: yourgoogleaddress@gmail.com Email Password: yourpasswordhere Yet, i get the following error message every time I try to send an email. (from an activity, within an ...

We use hound dog for monitoring customer accounts, servers, etc. This system has the ability of sending an email to create or update a case.  Is it possible to create a new case in Method based on a incoming email.  ie.  Server goes down, and the system auto sends an email, which in turn creates a case based on the customer ...

I wish it was that easy, but I had already been using port 587 on MS Office 365 and using port 587 with AT&T returns a message that says secure connections are not allowed.